What is Asset Allocation?

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Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them? 

Asset Allocation

Big picture, an asset is anything beneficial you have or have coming to you. For our purposes, it’s anything of value in your investment portfolio. After bundling ...

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2018 Market Review

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After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity markets delivered positive returns through September, followed by a decline in the fourth quarter, resulting in a –4.4% return ...

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Six Financial Best Practices for 2019

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So, are you ready to get a jump on 2019? Around this time last year, we shared a list of Seven Financial Best Practices to Jump-Start Your New Year. Our reach-out went so well, we thought we’d make it an annual tradition. Here are six more financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be ...

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Should You Diversify?

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As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. 

For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index returned 1.86%, and the MSCI ...

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Market Volatility

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After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

 From September 30th to November 20th, the US market (as measured by the Dow Jones Total US Stock Market Index) fell -10%, resulting in many investors wondering what the future holds and if they should make changes to their portfolios. While it ...

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Midterm Elections: What Do They Mean for Markets?

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It’s almost Election Day in the U.S. once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. 

While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. In financial circles, this will almost ...

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